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Pipeline

In every plan

The pipeline shows every deal you're working on, from new lead to won, on a board with one column per stage. It tells you what's coming in and what needs a nudge.

Working deals

  • Add a deal from Pipeline or a contact's page, with its value, owner and expected close date.
  • Drag a card to another column to move it along. On a phone, use the card's menu.
  • Mark a deal won or lost (with a reason). The board shows open deals; switch to Won, Lost or All to see the rest.
  • Switch to the list to sort by value or close date, or show only your own deals.
  • A contact's deals show on their page. Owners can delete deals.

Stages and pipelines

A new workspace starts with a “Sales” pipeline: New, Contacted, Quote sent and Follow-up. Owners rename, add (up to 12) and reorder stages under Pipeline → Pipelines. How many pipelines you can have depends on your plan.

Owners can also switch on, in Automations:

  • New leads open a deal: form, lead ad and booking leads each start a deal in your chosen pipeline.
  • A payment marks the deal won: any payment from a contact wins their open deal.
  • A won deal starts a project, with your usual tasks.

Common questions

How do I change the stages?

Owners go to Pipeline → Pipelines to rename, add (up to 12) and reorder stages.

Can deals be added by themselves?

Yes. An owner can switch on "New leads open a deal" in Automations, so new form, lead ad and booking leads each start a deal. "A payment marks the deal won" closes it when they pay.

How does Get paid on a deal work?

With Payments set up, Get paid sends the customer a payment link or invoice for the deal's value, and the deal is marked won as soon as it's paid.

Can I have more than one pipeline?

It depends on your plan. Owners add pipelines under Pipeline → Pipelines.

Who can delete a deal?

Owners. Anyone can mark a deal won or lost instead, which keeps it in your numbers.